What to expect from your property software data migration

You’ve seen the platform. You’ve read about the features. You’ve been shown the benefits on a live online demo by our regional sales representative. Now you’re ready to commit to Alto, but what happens next?

One of the most important aspects of any property management software is the data that it stores, giving you access to all your property and customer information, in one simple to use platform.

Thus, before you can start using the Alto system, our specialist team will migrate data from your legacy system. 

Where do you currently store your customer data?

Most estate agencies will join Alto from one of three scenarios and the data migration process differs according to each: 

1. A new agency starting up, with no system in place and keen to hit the ground running 
2. Those using a system of manual worksheets, which could include Excel, to store all records. This is time-intensive, can reduce visibility across the business and could lead to mistakes
3. If you’re switching to Alto from another property software provider 

The first steps to the Alto software data migration

If scenarios 1 or 2 apply to you, then we will proceed with a manual install. Our team of data specialists will create the necessary fields for you to populate with your own data and you can be operational in up to seven working days. 

If you’re switching from another property software provider, then you’ll be assigned an Alto project manager to guide you through the data migration process.

Testing your data for a smooth migration

You’ll then enter the project phase, where our specialist team will migrate the data before running a test database. This can take up to two months depending on the complexity of your data and previous system.

Both processes also include adding your company logo and all relevant templates into the system for complete personalisation of your platform. 

Migrate your data with confidence

Giving Alto access to migrate your data onto our system is a leap of faith. Some have described it as open-heart surgery, getting right into the midst of your organisation.

Rest assured our team of data specialists are experts and they know exactly how to transfer your data with care and confidence. 

No set-up fee during COVID-19

If you’re interested in switching to Alto, we’re removed our set-up fees, giving you free setup throughout the coronavirus pandemic. Contact our team today and start your switch.